Jennifer Rose Furness
Investment adviser representative at Threadline Wealth
25 yearsExperience
1 stateRegistered in
$5.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Threadline WealthJun 2004 to now
- Moss Adams Securities & Insurance LLCMar 2004 to now
- Moss Adams Wealth Advisors LLCDec 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (WA).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
$5.8BAssets managed
1,246Clients
22Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2657358
- Firm CRD
- 108917